Filed January 28, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LEGACY 401K PARTNERS LLC5 years Filed as: LEGACY 401K PARTNERS Service code 31 · EIN 46-3938291 | Named fiduciary | $40,000 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,958 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,872 | $71,142+161.3% | $119,609+55.4% | $64,808+186.8% |
| Participation rate | 98.0% | 78.6%+19.4pp | 79.3%+18.8pp | 71.5%+26.6pp |
| Annual return | -18.31% | -10.01%-8.3pp | -14.97%-3.3pp | 32.82%-51.1pp |
| Employer contribution / active EE | $4,287 | $2,497+71.6% | $4,232+1.3% | $2,506+71.1% |
| Participant deferral / active EE | $9,857 | $4,490+119.5% | $5,602+75.9% | $4,310+128.7% |
| Admin fee / account holder | $157 | $162-3.2% | $10,323-98.5% | $188-16.4% |